Marquis Wealth Management Group

Brian O'Connell is a CFP® professional with 21 years of industry experience, currently serving at Marquis Wealth Management Group in Fort Myers, FL. He has been with MNS Financial Management LLC since 2008. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, and various types of plans and organizations. The firm offers portfolio management through discretionary and non-discretionary engagements, utilizing a range of asset classes and strategies, including limited options and derivatives in separately managed accounts.

Richard Krichbaum is a CFP® with 26 years of experience in the financial industry. He has been associated with Mns Financial Management LLC since 1999. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary engagements, typically allocating assets across equities, fixed income, mutual funds, ETFs, and private investment funds, with a notable emphasis on non-discretionary management.

Marcus Henderson is a CFP® professional with nine years of industry experience, currently serving at Marquis Wealth Management Group since 2022. His prior experience includes roles at Raymond James Financial Services Advisors, Busey Bank, and Investors Security Trust Company. Outside of his advisory work, he is also involved as a real estate sales associate with Corbin Henderson Company in Fort Myers, FL. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes a portfolio management approach that includes discretionary and non-discretionary engagements, diversified asset allocations, and the use of limited options and derivatives strategies.

Trevor Whitley is a CFP®, CFA®, and Series 65-licensed financial advisor with 20 years of industry experience. He has been with MNS Financial Management since 2004. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios through discretionary and non-discretionary engagements, employing a range of strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives.

Arnold Gillard Jr. is a financial advisor at Marquis Wealth Management Group in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Marquis Wealth Management, he worked at Wildcat Run Country Club and was a full-time student at Florida Gulf Coast University and the University of Central Florida. Marquis Wealth Management Group serves individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm offers portfolio management with both discretionary and non-discretionary engagements, utilizing a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.